Global Wealth Management, Inc.

Global Wealth Management, Inc. is a fee-only wealth management and financial planning firm that serves individuals (including high-net-worth clients), trusts, retirement plans, charitable organizations, and small businesses. The firm manages approximately $48.5 million in discretionary assets across roughly 121 client relationships and provides services such as investment management (discretionary and non-discretionary), retirement and estate planning, cash-flow and education planning, and tailored financial consultations.

GWMI’s investment process emphasizes strategic, passive asset-class investing grounded in Modern Portfolio Theory, using no-load institutional mutual funds (including Dimensional Fund Advisors) and ETFs to construct globally diversified portfolios with periodic rebalancing and quarterly reviews. The firm typically places trades through custodians like Charles Schwab for traditional assets and recommends custodial solutions such as Gemini and Equity Trust for clients seeking digital-asset exposure, while operating under a fiduciary, fee-only model that avoids commission-based products.

Two features that distinguish GWMI from many peers are its provision of separately managed digital-asset portfolios via a third-party platform (BITRIA) with custodial arrangements through Gemini and Equity Trust and a separate advisory charge structure disclosed to those clients, and its disclosure of past regulatory matters. The brochure notes an executed Consent Order with the Arkansas Securities Commissioner (including a monetary penalty for failure to timely file registration amendments) and a prior administrative sanction related to registration filings, events that are uncommon among similarly sized supported firms.